Shipping Industry 06 (Mar 22 - Dec 25)

[behappyalways]

Blank sailings proliferate
https://splash247.com/blank-sailings-proliferate/


散裝航運旺季提早到!BDI周線連4紅 BCI單周飆漲逾35% 台航董座:運價欲小不易｜非凡財經新聞｜20220509
https://m.youtube.com/watch?v=f_-9Keo3ljY

[behappyalways]

Carriers continue to report big returns, but the horizon looks murky
https://theloadstar.com/carriers-contin ... oks-murky/

[behappyalways]

"船運榮景Q1觸頂"赫伯羅特暗示H2運價恐驟減...貨櫃三雄軟腳重挫逾3%｜非凡財經新聞｜20220516
https://m.youtube.com/watch?v=-nbpn9FXxN0

[behappyalways]

SCFI snaps losing streak
https://splash247.com/scfi-snaps-losing-streak/


Sea-Intelligence: We might end up with 13 million TEU of excess containers in 2023
https://container-news.com/sea-intellig ... s-in-2023/

[behappyalways]

Blockbuster container shipping results collide with sinking sentiment
https://www.hellenicshippingnews.com/bl ... sentiment/

[behappyalways]

Containership orderbook equivalent to the extent fleets of Cosco, Hapag-Lloyd and Evergreen
https://splash247.com/containership-ord ... evergreen/

[winston]

This Fund is an Easy Way to Make Big Profits

by Tony Daltorio

Although shipping lines are facing much steeper fuel, vessel, and insurance costs, rate increases for shipping, will continue to swell the revenues and profits made by the industry’s giants.

Earnings before interest and tax will reach $300 billion this year—a 40% jump from the $214 billion made in 2021.

With fuel costs so high, ships slow down. Slow steaming requires considerably less fuel. This is called the “cube-rule”: slow a boat by half, and it will use 1/8th the fuel it would at full speed.

Lower port productivity has meant the effective capacity of container shipping lines was 17% below potential last year, and will probably remain 15% below potential this year.

SonicShares Global Shipping ETF (BOAT)

Source: Investors Alley

https://dailytradealert.com/2022/05/29/ ... g-profits/

[behappyalways]

Shanghai port congestion returns to normal
https://container-news.com/shanghai-por ... to-normal/

[behappyalways]

Shipping Stocks Crash After JPM Points To Latest Freightwaves Recession Alert
https://www.zerohedge.com/markets/shipp ... sion-alert

[behappyalways]

Samsung Asks Component Makers To Delay Shipments Amid Build-Up In Inventories
https://www.zerohedge.com/markets/samsu ... nventories